Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

Please download and read the following documents which are provided in Adobe Acrobat format.

Client Agreement

Combined Initial Disclosure Document

The Key Facts document about our Investment, Insurance and Mortgage services

Menu of charges

The keyfacts document about the cost of our services

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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